YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$623K
3
+$364K
4
T icon
AT&T
T
+$343K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$283K

Top Sells

1
+$2.78M
2
+$549K
3
+$264K
4
SHPG
Shire pic
SHPG
+$206K
5
DIS icon
Walt Disney
DIS
+$190K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7K ﹤0.01%
108
+34
652
$7K ﹤0.01%
180
-5
653
$7K ﹤0.01%
114
654
$7K ﹤0.01%
25
655
$7K ﹤0.01%
160
656
$7K ﹤0.01%
39
657
$7K ﹤0.01%
131
658
$7K ﹤0.01%
130
659
$7K ﹤0.01%
95
660
$7K ﹤0.01%
45
661
$7K ﹤0.01%
66
+35
662
$7K ﹤0.01%
275
663
$7K ﹤0.01%
230
664
$7K ﹤0.01%
+122
665
$7K ﹤0.01%
117
666
$7K ﹤0.01%
450
667
$7K ﹤0.01%
514
668
$7K ﹤0.01%
834
669
$6K ﹤0.01%
480
670
$6K ﹤0.01%
130
671
$6K ﹤0.01%
357
672
$6K ﹤0.01%
96
673
$6K ﹤0.01%
75
674
$6K ﹤0.01%
50
675
$6K ﹤0.01%
608
-94
25 26
27
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